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You can view and update your personal details via the web portal and mobile app.

My Account > Settings

   

 

6. Merchant View

6.1 Log In As A Merchant

To log in as a merchant use the below access details:

https://demo.crm.com/crm

username: homespotdemo
password: homespot123!

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6.2 Create A Reward Scheme

Navigate to: Rewards >  Manage Reward Schemes

Click NEW

Fill in the details of the reward scheme and click SAVE

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6.3 Create A Reward Offer

Navigate to: Rewards >  Manage Reward Schemes

Open the Reward Scheme you created.

ACTIONS > ADD REWARD OFFER

Fill in the main information of the reward offer

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Fill in the award conditions of the reward offer. The award conditions are the conditions that need to be met in order for the award to be given to the participant

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Fill in the spend conditions of the reward offer. The spend conditions are the conditions that need to be met in order for the award to be spent by the participant

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Click SAVE

To activate a reward offer, open the offer

Actions > SET AS EFFECTIVE

(grey lightbulb) Note: CRM.COM supports the available reward offer classifications: Utilize Free Capacity, Reward Sign Ups, Reward Referrals, Increase Revenue Transaction Based, Increase Revenue Product Based, Reward Loyalty Transaction Amount Based, Reward Loyalty Transaction Number Based, Reward Loyalty Transaction Item Quantity Based, Reward Behavior, Reward On Birthday, Reward On Name Day, Reward Subscription Maturity, Reward Personal Data Completeness, Reward Achievements, Reward Financial Achievements, Reward Financial Statement and Just Money.

6.4 View A Dashboard

Navigate to Foundation >  Analytics > View Dashboards

The dashboards present system data in a graphic representation in the form of stacked charts, bar chars, pie charts and more.

Each dashboard includes a variety of charts related to the selected dashboard.

You can switch from one dashboard to another using the SWITCH TO DASHBOARD drop down list.

Some charts allow the operator to drill down to more details by clicking on the desired chart pieces.
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